+25.9%
VZ vs MELI
-1.2%
+27.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.6% |
| 7D | +0.2% | -1.9% | +2.1% | +0.3% |
| 30D | +7.1% | +5.8% | +1.3% | +6.9% |
| 3M | +12.8% | +19.5% | -6.7% | +12.2% |
| 6M | +1.8% | +7.7% | -5.9% | +1.5% |
| YTD | +30.0% | -4.4% | +34.4% | +29.9% |
| 1Y | +24.3% | -17.9% | +42.2% | +24.8% |
| 3Y | +84.3% | +34.9% | +49.4% | +79.8% |
| 5Y | +25.9% | +1.1% | +24.9% | +20.6% |
| All | +25.9% | -1.2% | +27.1% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MELI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling